By Derek Pesta Diapers, formula, tiny clothing, medicine, constant doctor visits – most of us are quite surprised that such a small body can cost so much! Bringing a baby home is one of the greatest joys in life, and also one of the biggest price tags.Read more
Advice in Common Language
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Pesta & Pesta, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Pesta & Pesta we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Request an Appointment.
The path to pursuing true wealth starts with meeting your Pesta & Pesta Wealth advisor. Please get the conversation started by providing your information, and we’ll reach out as soon as possible!
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined investment strategies enable your portfolio to be managed in a way that pursues your financial goals: wealth preservation, income, or growth. Learn More
We recognize these risks and offer proactive strategies including life insurance, long-term care plans, and disability coverage. Learn more
We do this for individuals, small business owners, corporations, partnerships, non-profits, trusts and estates. Learn more
Our team of Financial advisors will analyze your current financial state and help you develop and maintain financial independence. Learn more
There are several reasons to create an estate plan. You might want to make things easy and convenient for a surviving spouse or your children. You may want to sell a highly appreciated asset and pay zero capital gains tax. You may want to significantly reduce your estate tax liability and leverage the value of your estate. Learn more
Personalized Wealth Management
Pesta & Pesta’s mission is to help our clients develop and maintain financial independence. We are a wealth management firm in San Jose, CA serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Pesta & Pesta help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
How long will your retirement savings last? This report will provide a high-level introduction to generating retirement income and help you understand how to make your money last longer throughout retirement.
Market CommentaryWeekly Market Commentary – September 16, 2019
Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower. Read more
Monthly NewsletterLeave Them a Legacy, Not Taxes, with ...
The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted. Read more
BlogHow a 529 College Savings Plan Can Help ...
I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.Read More